Brickley Wealth Management

Brickley Wealth Management is a Financial Planner in San Mateo, CA, located at 161 W 25th Ave Suite 204. The firm operates as a combined team of CPAs, CFPs, and Financial Advisors, serving families, businesses, and individuals with integrated wealth management, tax planning, and investment services. They specialize in comprehensive income, trust, estate, and gift tax planning, as well as tax preparation. Their approach emphasizes a solution-oriented strategy that balances risk, return, and tax efficiency to support long-term growth. The firm holds a rating of 4.40 based on customer reviews. Brickley Wealth Management structures its practice to coordinate investment, tax, and estate decisions under one roof. The firm is employee-owned and has operated under a formalized succession plan since 1999, with roots in a CPA practice dating back to 1985. Their investment strategy focuses on total return, capital appreciation, dividends, and interest, utilizing broadly diversified portfolios across various asset classes, markets, and investment styles. The team employs techniques such as tax loss harvesting, direct indexing, and the selection of low-turnover mutual funds and ETFs to optimize after-tax returns. They also utilize tax-free municipal bonds and treasury bonds to manage tax liabilities. The firm provides specialized services for tech workers, helping clients manage company stock, incentive stock options, and restricted stock units. Their wealth management process involves quantifying goals, monitoring markets, and continuously managing related taxes to improve overall returns. The team acts as fiduciaries, guiding clients through complex financial decisions and estate administration. They offer private foundation services including Form 990-PF and Form 199/RRF-1 preparation, bank reconciliation, and coordination with legal counsel. The firm is known for its positive rating from the customers who have reviewed it. This reputation reflects the trust clients place in the firm’s ability to handle complex financial situations, including the tax implications of equity compensation and estate planning. The integrated model of CPAs and financial advisors allows for coordinated planning that addresses present needs and future goals. Brickley Wealth Management brings its combined CPA and financial advisory expertise to San Mateo, offering clients a unified approach to managing their financial futures.

Brickley Wealth Management is situated on W 25th Ave in San Mateo, CA, just steps from the Station A San Mateo Post Office and near Beresford Creek.

BizScoreAI awarded Brickley Wealth Management a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and provides content that AI assistants can quote directly. The business also received a Technical score of 94 out of 100.